Investment Planning and Capital Suffic ...
Capital sufficiency analysis (or capital needs analysis) is the process by which a... Read More
Reading 4: Overview of Asset Allocation
Los 4 g: Recommend and justify an asset allocation based on an investor’s objectives and constraints
Los 4 h: Describe the use of the global market portfolio as a baseline portfolio in asset allocation
Los 4 j: Discuss strategic considerations in rebalancing asset allocations
Reading 5: Principles of Asset Allocation
Los 5 a, b: Mean-Variance Optimization – An Overview
Los 5 d: Recommend and justify an asset allocation based on the global market portfolio
Los 5 f: Discuss asset class liquidity considerations in asset allocation
Los 5 i: Describe the use of investment factors in constructing and analyzing an asset allocation
Los 5 j: Describe and evaluate characteristics of liabilities that are relevant to asset allocation
Los 5 k: Discuss approaches to liability-relative asset allocation
Los 5 l: Recommend and justify a liability-relative asset allocation
Los 5 m: Recommend and justify an asset allocation using a goals-based approach
Los 5 n: Describe and evaluate heuristic and other approaches to asset allocation
Los 5 o: Discuss factors affecting rebalancing policy
Reading 6: Asset Allocation with Real-World Constraints
Los 6 b: Discuss tax considerations in asset allocation and rebalancing
Los 6 d: Discuss the use of short-term shifts in asset allocation
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2021-03-24
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2021-01-07
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